Estate Planning

ESTATE PLANNING NEWBURY

Have you explored some of the options that might save tax but don’t know where to start?

Have you spoken to a few advisors and it still doesn’t make sense?

Dawn Slater Wealth Management Ltd are here to help. Estate Planning is something that we do with a large number of clients and have done for many years.

Firstly we need to understand your position so that we can give you the best possible advice. Secondly we want to work with you to plan your financial future; including what happens on your death and we will only give you the best service we can.

Finally we will put together a bespoke plan where we will explain everything in simple terms so that you understand it without all of the jargon.

Does this sound like the sort of service you are looking for?

Well all you need to do is get in touch today by phone on 01635 551926 to find out more.

We would like to say that 'Until 2004 we managed our own investments but then saw in a daily newspaper that Dawn was 2nd in a competition for the UK's best female financial advisor. She was based near us and we went for an initial meeting where we found her very straightforward and informative. She has invested since in areas far beyond our limited expertise and has increased our portfolio and managed it to our entire satisfaction. We are worry free, trust her implicitly and it was the best financial decision we ever made. We are able to keep in good contact with her and we look on her as a friend as much as an advisor. We would feel genuinely lost without her.

- Mrs R

Mrs A

Dawn started looking after my pension around 1990. A target was set for each year and I was supplied with an annual detailed review showing progress. She has always made herself available either on the phone, in person, or by email if there were any queries or just to chat about the overall state of play. I followed Dawn’s instructions over the years with the result that by 2012 pension funds had grown to target and I was able to take the pension earlier than predicted and it allowed me to work part-time. I value Dawn’s advice and she continues to steer my savings. Without her I feel I would not have had such a good result.

- Mrs A

Thanks to Dawn Slater's invaluable, dedicated and totally reliable advice over several years I can quite simply say that I am more than happy to continue relying upon Dawn Slater Wealth Management to advise and invest for me.